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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,828 | $105,200-54.5% | $159,474-70.0% | $85,847-44.3% |
| Participation rate | 78.8% | 75.8%+3.0pp | 82.8%-4.0pp | 69.3%+9.5pp |
| Annual return | 9.54% | 45.08%-35.5pp | 263.68%-254.1pp | 318.61%-309.1pp |
| Employer contribution / active EE | $2,176 | $3,319-34.4% | $4,831-55.0% | $2,565-15.2% |
| Participant deferral / active EE | $2,087 | $5,946-64.9% | $7,353-71.6% | $3,952-47.2% |
| Admin fee / account holder | $10,766 | $6,934+55.3% | $10,802-0.3% | $6,261+72.0% |